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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,026 | $79,633-66.1% | $93,759-71.2% | $68,495-60.5% |
| Participation rate | 36.7% | 75.4%-38.7pp | 81.0%-44.3pp | 67.9%-31.2pp |
| Annual return | 0.00% | -0.10%+0.1pp | -11.33%+11.3pp | -7.84%+7.8pp |
| Employer contribution / active EE | $289 | $3,665-92.1% | $4,324-93.3% | $2,596-88.9% |
| Participant deferral / active EE | $522 | $5,158-89.9% | $6,096-91.4% | $4,028-87.0% |
| Admin fee / account holder | $0 | $6,871-100.0% | $7,197-100.0% | $5,403-100.0% |